OverviewThe Lead Investor Services Manager oversees the Investor Services (IS) department, driving strategy, operations, and client relationship management to meet and exceed service delivery goals.ResponsibilitiesManage and develop strong client relationships, representing IS and State Street to clients.Ensure day‑to‑day IS service delivery consistently meets or exceeds expectations.Liaise with clients on development initiatives and act as point of contact for escalated queries.Resolve complex operational and customer complaints referred by managers.Maintain a robust control environment, driving the development and implementation of internal control procedures, external compliance, and regulatory requirements.Provide regular liaison with senior management, supplying departmental feedback on teams, processes, and client information.Attend relevant State Street meetings and cascade key messages to teams.Contribute to operational, client, risk audit, and regulatory meetings as required.Participate in departmental projects to drive continuous improvement and efficiencies.Conduct regular manager and one‑to‑one meetings, offering developmental opportunities for direct reports.Participate in the performance appraisal process, monitoring timeliness of completion across the team.Represent the team in group State Street programmes and support recruitment and selection of resources.Ensure compliance with global programmes such as Global Inclusion.Monitor and manage staffing issues, coordinating with HR and Senior Management.Stay current with revised policies, procedures, and new service offerings,



including ISS usage.Build internal relationships with NAV and AML teams to support effective client service.Maintain strong communication with Relationship Managers on a weekly and monthly basis.Skills and QualificationsStrong client relationship management and communication skills.Deep understanding of changing regulatory environments and ability to challenge compliance teams.Experience in People, Performance, and Recruitment (PPR) processes, coaching, and one‑to‑one training.Ability to manage resources in a constraint workplace while focusing on business transformation goals.Motivational leadership that engages and develops staff.Proactive staffing management and collaboration with HR and Senior Management.Continuous learning mindset for policy, procedure, and new service offerings.Proficient in Microsoft Excel and other Office applications.Capacity to multi‑task, meet tight deadlines, and work calmly under pressure.Essential: Experience in Client Relationship Management.Good working knowledge of AML and industry regulations.Education and Preferred QualificationsDegree in Finance and/or Business‑related area (minimum 2.2) or equivalent working experience.6‑8 years of fund administration experience, with at least 4 years of people‑management experience.Strong knowledge of AML and regulations impacting the industry.Salary RangeAnnual salary range: $91,000 – $140,500 (applies to the primary location; adjustments applyfor other locations).Equal Opportunity EmployerWe consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, or any other characteristic protected by applicable law.#J-18808-Ljbffr

📌 Investor Services, Assistant Vice President - $91,000 - $140,500 A Year (Winnipeg)
🏢 State Street
📍 Winnipeg